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      How to Issue Pre-qualification and Pre-approval Letters?

      Step-by-step guide

      Steps involved in issuing a pre-qualification and/or a pre-approval letter are:

      1. Login the system.
      2. Find the loan file in Pipeline or Leads.
      3. Click on Loan Number go to into the loan file.
      4. Click on Actions → Pre-approval → View to preview, and click on "Send" to email a copy.
      5. Use Print Form Settings to update wording in template.  If more customization is needed, use the Settings → Print Forms to add your own custom template.